+95.2%
HIMS vs SO
+104.4%
-9.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.1% | -16.7% | -16.6% |
| 7D | -25.6% | -0.1% | -25.5% | -25.5% |
| 30D | -38.1% | +8.7% | -46.8% | -37.7% |
| 3M | -39.8% | +3.4% | -43.2% | -39.6% |
| 6M | -32.3% | +3.7% | -36.0% | -32.1% |
| YTD | -41.1% | +10.0% | -51.1% | -40.9% |
| 1Y | -53.4% | +6.6% | -60.0% | -53.2% |
| 3Y | +180.9% | +52.5% | +128.4% | +177.3% |
| 5Y | +138.5% | +76.1% | +62.5% | +135.5% |
| All | +95.2% | +104.4% | -9.2% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling